.. include:: aliases.rst
Post Transactions
=================

Post Transactions
-----------------

Through this function, you post transactions—either all those that have
yet to be posted, or those that you choose based upon limit options,
code filters, etc.

1. | From the menu bar, select Posting>Post Transactions. The Post
     Transactions dialog box displays.
   | |image697|

    Figure 564: Posting Transactions

1. **Limit options**. Select the desired limit options. *Refer to
   Getting Started: Common Functions—Limit Options*

   -  **Location/Customer**. Click **Browse** and Search for the desired
      location. *Refer to Getting Started: Searching for instructions on
      searching.* To remove the selections in the *Location* and
      *Customer* fields, click **Clear**

   -  **Search bill group.** *Applies to* Click the **Browse** button
      and Search for the desired bill group. *Refer to Getting Started:
      Searching for instructions on searching.* To remove the billing
      group selected, click **Clear**

3. **Code filters**. Select the desired code filters. *Refer to Getting
   Started: Common Functions: Code Filters for details on this function*

4. **Action.** Click the drop-down list arrow and select the desired
   processing action

5. **From date/Through date.** Specifies the date range for which to
   post transactions. The dates selected in each field, and all dates in
   between, are included in the processing. *Refer to Getting Started:
   Dates*

6. **Select Transactions.** Indicates which transactions are to be
   posted. Click in the selection box next to each desired item. Use the
   up/down scroll bar along the right side of the field to move through
   the list

7. **Filter By—Batch.** Specifies how to filter the results for posting.
   Select the desired batch (es). Only payment transactions for the
   selected batch(es) are posted

8. **Filter By—User.** Specifies how to filter the results for posting.
   Select the desired user names. Only transactions entered by the
   selected user(s) are posted

9. **Process.** Click **Process**. The processing takes place in the
   background and the screen refreshes

-  | If *Pre-Posting Report* is selected, the Pre-Posting Report dialog
     box displays.
   | |image698|

    Figure 565: Pre-Posting Report

-  **Sort order**. Click the drop-down list arrow and select how you
       want to sort the report—e.g., by account number, customer name,
       transaction date, etc.

-  **Report type**. Click the drop-down list arrow and select the type
       of information the report contains—detailed, condensed, or
       summary

-  **Preview**. To preview the report prior to printing, click
       **Preview**

-  **Print**. To print the report, click **Print**

-  **Export**. To save the report so it can be viewed in another program
       (such as MS Excel, Adobe PDF, or Crystal Reports), click
       **Export**. Then in the Save As dialog box, select the location
       for the file, and the file type, click **Save**

-  **Close**. When you are done with these options, click **Close**

    Select another limit option to work with, or click **Close** to exit
    the dialog box